Stuart G. Dunn

Holt Fintech Accelerator invests in companies located across the globe. The firm targets companies operating in a broad range of sectors. It provides financing for seed stage capital requirements.

GPH uses developed a proprietary investment methodology that refines the search for high-quality companies. The firm creates their own universes composed of companies with common attributes. Their equity investment discipline includes a 'buy to hold' strategy, concentrated portfolios, low turn-over and internally generated research. They employ a bottom-up style focused on companies that have specific fundamental variables that they believe are beneficial for long-term capital appreciation. With a concentrated portfolio, GPH believes that the earnings stability of companies they invest in is of paramount importance. They focus on companies whose earnings deviate as little as possible from their historical earnings growth rates. They focus exclusively on those companies earning high ROE without a major reliance on debt. GPH employs a conservative fixed-income strategy designed to provide a high level of income and liquidity while focusing on safety of principal. The main objectives of the strategy include preservation of capital, predictable Income generation, reduction of reinvestment risk and reduction in portfolio volatility. The firm limits fixed-income investments to high-quality income generating securities composed primarily of government issues. They may invest in municipal bonds (for higher yields), government securities (for liquidity) and global bonds (for additional foreign currency and rate exposure when appropriate). Allocation of funds between various sections, as well as security selection, is influenced by a variety of factors including interest rate movements, inflation, economic and political developments and credit rating/quality.

Palos Management seeks to preserve and grow their individual and institutional investors' capital. The firm's investment approach is based on disciplined and creative processes that are designed to achieve strong performance while managing risk. Palos' funds have varying, specific investment objectives and some of the funds pay income distributions. Palos Management also offers a public, prospectus-based mutual fund, a private mutual fund, as well as private limited partnership funds.